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HARVEST INVESTMENT SERVICES, LLC
CRD 159390 · SEC 801-79232
1 TRANSAM PLAZA DRIVE, SUITE 230, OAKBROOK TERRACE, IL, 60181-4285, United States
Phone
(630) 613-9230
Fax
(630) 333-4091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$758.4M
Discretionary AUM
$758.4M
Team
38 total employees; 28 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1316 | $248.1M |
| High net worth individuals | 184 | $367.5M |
| Pooled investment vehicles | 8 | $142.8M |
States served
AZ, CA, CO, GA, IL, IN, IA, LA, MA, MI, NE, NV, NJ, NY, NC, OR, PA, SC, TN, VA, WI, WA, TX, FL
All web addresses on file
- https://www.facebook.com/Harvestinvestmentservices/
- https://corriganfs.com/
- https://www.linkedin.com/company/harvest-investment-services-llc/
- http://www.401kactivewatch.com
- https://www.shepherdswallet.com/
- http://www.harvestinvestmentservices.com
- https://pylefinancialservices.com/
- https://www.progressivefinancial.net/
- https://annadujan.hisadvisor.com/
- https://finplanservices.com/
- https://www.wwfinancialgroup.com/
Official SEC filing: View on IAPD